Latest Institutional Transactions on Schwab Short Term Us Treasury (SCHO)
This table provides information on the latest institutional transactions involving Schwab Short Term Us Treasury (SCHO) stock. The table includes the name of the institution, the type of operation (buy or sell), whether options were involved, the number of shares exchanged, the range of values for the transaction, and the number of shares held by the institution after the transaction has occurred.
| Report Date | Institution (Fund) | Operation | Option | Shares change | Value Range | Shares Held | Trade History |
|---|---|---|---|---|---|---|---|
|
Feb 14, 2023
Q4 2022
|
Mount Lucas Management LP
Newtown, PA |
BUY
|
- |
744KNew |
$35.6M - $36.1M
|
744K
$17.9M
|
|
|
Feb 14, 2023
Q4 2022
|
Laurel Wealth Advisors, Inc.
Solana Beach, CA |
BUY
|
- |
57+ 0.22% |
$2.73K - $2.76K
|
25.7K
$618K
|
|
|
Feb 14, 2023
Q4 2022
|
Wealthcare Capital Management LLC
Richmond, VA |
BUY
|
- |
6.25KNew |
$299K - $303K
|
6.25K
$151K
|
|
|
Feb 14, 2023
Q4 2022
|
Bank Of New York Mellon Corp
New York, NY |
BUY
|
- |
24.3KNew |
$1.16M - $1.18M
|
24.3K
$585K
|
|
|
Feb 14, 2023
Q4 2022
|
Balboa Wealth Partners
Newport Beach, CA |
BUY
|
- |
100+ 2.12% |
$4.79K - $4.85K
|
4.81K
$116K
|
|
|
Feb 14, 2023
Q4 2022
|
Pacific Capital Wealth Advisors, Inc
|
SELL
|
- |
-9.43K- 42.25% |
$452K - $457K
|
12.9K
$311K
|
|
|
Feb 13, 2023
Q4 2022
|
Delta Asset Management LLC
Memphis, TN |
BUY
|
- |
405New |
$19.4K - $19.6K
|
405
$9.76K
|
|
|
Feb 13, 2023
Q4 2022
|
Heritage Wealth Management, LLC
Phoenix, AZ |
BUY
|
- |
1.02K+ 100.0% |
$48.8K - $49.3K
|
2.04K
$49K
|
|
|
Feb 13, 2023
Q4 2022
|
Trustcore Financial Services, LLC
|
SELL
|
- |
-28.2K- 6.64% |
$1.35M - $1.37M
|
397K
$9.55M
|
|
|
Feb 10, 2023
Q4 2022
|
Destination Wealth Management
|
BUY
|
- |
11.9KNew |
$570K - $577K
|
11.9K
$287K
|
|
|
Feb 09, 2023
Q4 2022
|
Cardiff Park Advisors, LLC
San Marcos, CA |
BUY
|
- |
7+ 0.82% |
$335 - $339
|
859
$20.7K
|
|
|
Feb 09, 2023
Q4 2022
|
Quantum Capital Management, LLC
Northfield, NJ |
SELL
|
- |
-1.06M- 99.99% |
$50.9M - $51.5M
|
78
$1.88K
|
|
|
Feb 08, 2023
Q4 2022
|
Iag Wealth Partners, LLC
|
BUY
|
- |
25New |
$1.2K - $1.21K
|
25
$602
|
|
|
Feb 08, 2023
Q4 2022
|
Trust Investment Advisors
|
BUY
|
- |
16KNew |
$764K - $773K
|
16K
$384K
|
|
|
Feb 07, 2023
Q4 2022
|
Vista Wealth Management Group, LLC
|
SELL
|
- |
-321- 5.52% |
$15.4K - $15.6K
|
5.49K
$132K
|
|
|
Feb 06, 2023
Q4 2022
|
Ifrah Financial Services, Inc.
|
SELL
|
- |
-271- 1.36% |
$13K - $13.1K
|
19.7K
$474K
|
|
|
Feb 06, 2023
Q4 2022
|
Glass Jacobson Investment Advisors LLC
Owings Mills, MD |
BUY
|
- |
802New |
$38.4K - $38.9K
|
802
$19.3K
|
|
|
Feb 06, 2023
Q4 2022
|
Red Cedar Capital, LLC
|
BUY
|
- |
21+ 0.77% |
$1.01K - $1.02K
|
2.76K
$66.4K
|
|
|
Feb 01, 2023
Q4 2022
|
Antonetti Capital Management LLC
|
SELL
|
- |
-1K- 19.29% |
$47.9K - $48.5K
|
4.19K
$101K
|
|
|
Feb 01, 2023
Q4 2022
|
Disciplined Investments, LLC
Tulsa, OK |
SELL
|
- |
-25- 7.94% |
$1.2K - $1.21K
|
290
$6.99K
|
|
|
Jan 30, 2023
Q4 2022
|
Relaxing Retirement Coach
|
SELL
|
- |
-852- 11.75% |
$40.8K - $41.3K
|
6.4K
$154K
|
|
|
Jan 27, 2023
Q4 2022
|
Threadgill Financial, LLC
|
BUY
|
- |
6.09KNew |
$292K - $295K
|
6.09K
$147K
|
|
|
Jan 27, 2023
Q4 2022
|
Ifs Advisors, LLC
|
BUY
|
- |
15.4K+ 4.31% |
$737K - $746K
|
372K
$8.97M
|
|
|
Jan 27, 2023
Q4 2022
|
Paragon Wealth Strategies, LLC
|
BUY
|
- |
4.94KNew |
$236K - $239K
|
4.94K
$119K
|
|
|
Jan 26, 2023
Q4 2022
|
First Merchants Corp
|
SELL
|
- |
-4.89K- 41.83% |
$234K - $237K
|
6.8K
$164K
|
|
|
Jan 26, 2023
Q4 2022
|
Inspire Investing, LLC
Meridian, ID |
BUY
|
- |
1.29K+ 7.2% |
$61.8K - $62.5K
|
19.2K
$463K
|
|
|
Jan 26, 2023
Q4 2022
|
Empowered Funds, LLC
|
BUY
|
- |
319KNew |
$15.3M - $15.4M
|
319K
$7.68M
|
|
|
Jan 25, 2023
Q4 2022
|
Bluesphere Advisors, LLC
East Norriton, PA |
BUY
|
- |
41.5KNew |
$1.99M - $2.01M
|
41.5K
$999K
|
|
|
Jan 25, 2023
Q4 2022
|
Colton Groome Financial Advisors, LLC
|
SELL
|
- |
-381K- 35.22% |
$18.3M - $18.5M
|
701K
$16.9M
|
|
|
Jan 25, 2023
Q4 2022
|
Boenning & Scattergood, Inc.
|
BUY
|
- |
3.67K+ 3.46% |
$176K - $178K
|
110K
$2.64M
|
|
|
Jan 24, 2023
Q4 2022
|
Mascoma Wealth Management LLC
|
BUY
|
- |
162New |
$7.76K - $7.85K
|
162
$3.9K
|
|
|
Jan 24, 2023
Q4 2022
|
Eudaimonia Advisors LLC
Winchester, TN |
SELL
|
- |
-21.2K- 15.64% |
$1.02M - $1.03M
|
114K
$2.76M
|
|
|
Jan 24, 2023
Q4 2022
|
Sigma Planning Corp
Ann Arbor, MI |
BUY
|
- |
398+ 5.89% |
$19.1K - $19.3K
|
7.16K
$172K
|
|
|
Jan 23, 2023
Q4 2022
|
Sjs Investment Consulting Inc.
Sylvania, OH |
SELL
|
- |
-688- 53.17% |
$32.9K - $33.3K
|
606
$14.6K
|
|
|
Jan 23, 2023
Q4 2022
|
Sargent Bickham Lagudis LLC
|
SELL
|
- |
-23.3K- 72.18% |
$1.12M - $1.13M
|
8.99K
$217K
|
|
|
Jan 20, 2023
Q4 2022
|
High Note Wealth, LLC
Deephaven, MN |
SELL
|
- |
-58- 0.7% |
$2.78K - $2.81K
|
8.18K
$197K
|
|
|
Jan 20, 2023
Q4 2022
|
Newman & Schimel, LLC
|
BUY
|
- |
26.4K+ 24.78% |
$1.27M - $1.28M
|
133K
$3.21M
|
|
|
Jan 19, 2023
Q4 2022
|
Morris Financial Concepts, Inc.
|
BUY
|
- |
147New |
$7.04K - $7.13K
|
147
$3.54K
|
|
|
Jan 18, 2023
Q4 2022
|
Atlas Private Wealth Management
|
BUY
|
- |
4.95KNew |
$237K - $240K
|
4.95K
$119K
|
|
|
Jan 17, 2023
Q4 2022
|
Newbridge Financial Services Group, Inc.
|
BUY
|
- |
432New |
$20.7K - $20.9K
|
432
$10.4K
|
|
|
Jan 17, 2023
Q4 2022
|
Lake Hills Wealth Management, LLC
|
BUY
|
- |
42.6KNew |
$2.04M - $2.06M
|
42.6K
$1.03M
|
|
|
Jan 10, 2023
Q4 2022
|
Rda Financial Network
|
BUY
|
- |
4.23KNew |
$203K - $205K
|
4.23K
$102K
|
|
|
Jan 09, 2023
Q4 2022
|
Minich Mac Gregor Wealth Management, LLC
|
BUY
|
- |
2.71KNew |
$130K - $131K
|
2.71K
$65.2K
|
|
|
Jan 05, 2023
Q4 2022
|
Capital Investment Advisors, LLC
|
SELL
|
- |
-917- 16.98% |
$43.9K - $44.4K
|
4.48K
$108K
|
|
| Q3 2022 | |||||||
|
Dec 19, 2024
Q3 2022
|
Arcadia Investment Advisors LLC
Eagle, ID |
SELL
|
- |
-24- 6.0% |
$1.16K - $1.18K
|
376
$9.06K
|
|
|
Apr 06, 2023
Q3 2022
|
Silverlake Wealth Management LLC
Williston, VT |
SELL
|
- |
-8.72KClosed |
$420K - $430K
|
0
$0
|
|
|
Jan 27, 2023
Q3 2022
|
Gladstone Institutional Advisory LLC
Boca Raton, FL |
SELL
|
- |
-367- 7.89% |
$17.7K - $18.1K
|
4.29K
$103K
|
|
|
Dec 05, 2022
Q3 2022
|
Centaurus Financial, Inc.
|
BUY
|
- |
693+ 15.88% |
$33.4K - $34.2K
|
5.06K
$122K
|
|
|
Dec 01, 2022
Q3 2022
|
Mufg Americas Holdings Corp
|
SELL
|
- |
-609- 2.81% |
$29.3K - $30.1K
|
21.1K
$507K
|
|
|
Nov 22, 2022
Q3 2022
|
Continental Investors Services, Inc.
Longview, WA |
BUY
|
- |
71.5KNew |
$3.44M - $3.53M
|
71.5K
$1.72M
|
|